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TSMC Reports Arizona Plant Achieving Profitability
5.9
TSMC reported that its Arizona operations turned profitable in 2025 after four years of losses, with the plant recording NT$16.14 billion in profit-sharing following cumulative operating losses of about $1.25 billion since 2021. The company credits a 2024 upshift to 4nm, enabling orders for AMD's Ryzen and NVIDIA's Blackwell, and plans further upgrades toward 3nm by early 2027 despite higher U.S. costs and immature supply chains.
Key Points
- 1Recorded NT$16.14 billion profit after four years and $1.25 billion cumulative operating losses since 2021.
- 2Upscaled to 4nm in 2024, enabling major orders from AMD (Ryzen) and NVIDIA (Blackwell) customers.
- 3Signals sustained US capacity investment despite higher costs; expect further node upgrades and localized supply-chain work.
Scoring Rationale
Solid company update driven by official financials and production upgrades, limited by single-source coverage and narrow geographic focus.
Sources
Public references used for this report.
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